10/2/2024 | Doliver Advisors LP | 9,317 | $5.33M | 1.5% | +4.3% | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 25,361 | $14.52M | 1.1% | +9.3% | 0.001% | |
10/1/2024 | Jacobs & Co. CA | 52,985 | $30.33M | 3.0% | -1.6% | 0.002% | |
10/1/2024 | Park National Corp OH | 6,485 | $3.71M | 0.1% | -5.9% | 0.000% | |
10/1/2024 | Emprise Bank | 3,302 | $1.89M | 1.1% | -2.3% | 0.000% | |
10/1/2024 | Global Wealth Strategies & Associates | 524 | $0.30M | 0.1% | +8.9% | 0.000% | |
10/1/2024 | Neville Rodie & Shaw Inc. | 26,558 | $15.20M | 1.1% | +0.3% | 0.001% | |
9/30/2024 | Mattson Financial Services LLC | 7,473 | $3.77M | 1.3% | N/A | 0.000% | |
9/27/2024 | Sage Advisors LLC | 2,038 | $1.03M | 0.8% | +10.0% | 0.000% | |
9/27/2024 | Cavalry Management Group LLC | 660 | $0.33M | 4.6% | -62.6% | 0.000% | |
9/26/2024 | Paragon Capital Management Inc. | 1,636 | $0.83M | 0.6% | -16.5% | 0.000% | |
9/23/2024 | Greater Midwest Financial Group LLC | 5,554 | $2.93M | 1.3% | N/A | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 23,244 | $11.72M | 0.8% | +75.1% | 0.001% | |
9/20/2024 | Anchor Investment Management LLC | 20,112 | $10.14M | 1.0% | +0.4% | 0.001% | |
9/20/2024 | Cavalry Management Group LLC | 660 | $0.33M | 5.8% | -62.6% | 0.000% | |
9/20/2024 | Healthcare of Ontario Pension Plan Trust Fund | 733,358 | $369.77M | 1.1% | +926.6% | 0.029% | |
9/17/2024 | University of Texas Texas AM Investment Management Co. | 14,495 | $7.31M | 1.4% | +7.6% | 0.001% | |
9/12/2024 | American Trust | 3,267 | $1.65M | 0.1% | +2.8% | 0.000% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 9,962 | $5.02M | 1.9% | +46.4% | 0.000% | |
9/10/2024 | Prio Wealth Limited Partnership | 148,190 | $74.72M | 2.2% | -5.3% | 0.006% | |
9/9/2024 | Heritage Wealth Management Inc. | 395 | $0.21M | 0.1% | N/A | 0.000% | |
9/9/2024 | Lazari Capital Management Inc. | 36,069 | $18.19M | 8.2% | -8.9% | 0.001% | |
9/6/2024 | Cim LLC | 47,715 | $24.66M | 3.6% | -1.9% | 0.002% | |
9/5/2024 | Sanctuary Advisors LLC | 208,475 | $105.12M | 0.8% | N/A | 0.008% | |
9/4/2024 | Coronation Fund Managers Ltd. | 83,685 | $42.20M | 1.9% | -47.7% | 0.003% | |
8/30/2024 | Creekside Partners | 648 | $0.33M | 0.2% | N/A | 0.000% | |
8/30/2024 | NCP Inc. | 114,048 | $57.51M | 36.4% | +1.1% | 0.004% | |
8/30/2024 | Brown Financial Advisors | 4,627 | $2.33M | 1.0% | N/A | 0.000% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 25,005 | $12.61M | 6.6% | +52.8% | 0.001% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 1,141 | $0.53M | 0.2% | N/A | 0.000% | |
8/29/2024 | SRN Advisors LLC | 5,547 | $2.80M | 2.3% | +127.4% | 0.000% | |
8/28/2024 | Kestra Investment Management LLC | 14,849 | $7.49M | 0.5% | N/A | 0.001% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 917 | $0.46M | 0.2% | N/A | 0.000% | |
8/28/2024 | Souders Financial Advisors | 6,219 | $3.14M | 0.5% | +4.2% | 0.000% | |
8/27/2024 | Clearbridge Investments LLC | 5,875,761 | $2.96B | 2.4% | -2.3% | 0.232% | |
8/27/2024 | Dana Investment Advisors Inc. | 101,929 | $51.39M | 1.7% | -7.3% | 0.004% | |
8/27/2024 | New Wave Wealth Advisors LLC | 3,893 | $1.96M | 1.1% | N/A | 0.000% | |
8/27/2024 | KPP Advisory Services LLC | 3,339 | $1.68M | 0.4% | -5.9% | 0.000% | |
8/27/2024 | Custom Portfolio Group LLC | 1,386 | $0.70M | 0.5% | -1.8% | 0.000% | |
8/27/2024 | New Century Financial Group LLC | 3,758 | $1.90M | 0.8% | -10.3% | 0.000% | |
8/26/2024 | SPX Gestao de Recursos Ltda | 10,080 | $5.08M | 0.8% | N/A | 0.000% | |
8/26/2024 | Founders Financial Alliance LLC | 2,736 | $1.38M | 0.4% | -1.5% | 0.000% | |
8/23/2024 | Aristides Capital LLC | 11,500 | $5.80M | 1.6% | -1.7% | 0.000% | |
8/23/2024 | Troy Asset Management Ltd | 96,368 | $48.59M | 1.6% | -0.6% | 0.004% | |
8/22/2024 | Cetera Investment Advisers | 433,160 | $218.41M | 0.5% | -6.2% | 0.017% | |
8/22/2024 | 3Chopt Investment Partners LLC | 12,378 | $6.24M | 1.9% | +35.4% | 0.000% | |
8/21/2024 | Heartland Bank & Trust Co | 6,500 | $3.28M | 1.9% | +1.2% | 0.000% | |
8/21/2024 | SPC Financial Inc. | 1,077 | $0.54M | 0.1% | +2.3% | 0.000% | |
8/21/2024 | McGinn Penninger Investment Management Inc. | 24,118 | $12.16M | 8.3% | -0.7% | 0.001% | |
8/21/2024 | Granite Bay Wealth Management LLC | 2,961 | $1.49M | 0.1% | +37.2% | 0.000% | |
8/21/2024 | Graham Capital Wealth Management LLC | 398 | $0.20M | 0.3% | N/A | 0.000% | |
8/21/2024 | Advisory Alpha LLC | 4,294 | $2.17M | 0.1% | +30.4% | 0.000% | |
8/21/2024 | IMS Capital Management | 9,252 | $4.87M | 2.2% | -0.2% | 0.000% | |
8/21/2024 | Truist Financial Corp | 886,858 | $447.17M | 0.7% | +4.4% | 0.035% | |
8/20/2024 | Senator Investment Group LP | 162,521 | $81.95M | 4.0% | -35.6% | 0.006% | |
8/19/2024 | HWG Holdings LP | 12,982 | $6.55M | 2.4% | N/A | 0.001% | |
8/19/2024 | Garde Capital Inc. | 8,331 | $4.20M | 0.3% | +137.8% | 0.000% | |
8/19/2024 | Chase Investment Counsel Corp | 17,227 | $8.69M | 2.9% | -9.7% | 0.001% | |
8/19/2024 | EP Wealth Advisors LLC | 177,779 | $89.64M | 1.0% | +1.3% | 0.007% | |
8/19/2024 | Kimelman & Baird LLC | 1,002 | $0.51M | 0.0% | N/A | 0.000% | |
8/19/2024 | Brown Shipley& Co Ltd | 4,634 | $2.34M | 1.1% | -16.0% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 77,176 | $38.91M | 1.0% | -19.5% | 0.003% | |
8/19/2024 | Connective Capital Management LLC | 3,794 | $1.91M | 3.4% | N/A | 0.000% | |
8/16/2024 | Gateway Wealth Partners LLC | 4,130 | $2.08M | 0.6% | +164.7% | 0.000% | |
8/16/2024 | Regal Investment Advisors LLC | 4,188 | $2.11M | 0.1% | -53.5% | 0.000% | |
8/16/2024 | Quarry LP | 259 | $0.13M | 0.0% | +208.3% | 0.000% | |
8/16/2024 | Invst LLC | 6,095 | $3.08M | 0.3% | +18.1% | 0.000% | |
8/16/2024 | Teewinot Capital Advisers L.L.C. | 192,404 | $97.01M | 9.6% | -8.9% | 0.008% | |
8/16/2024 | Covington Investment Advisors Inc. | 14,110 | $7.12M | 1.1% | N/A | 0.001% | |
8/16/2024 | Second Line Capital LLC | 8,274 | $4.17M | 1.3% | -8.3% | 0.000% | |
8/16/2024 | Seaport Global Advisors LLC | 2,952 | $1.49M | 5.3% | -13.1% | 0.000% | |
8/16/2024 | Twin Lakes Capital Management LLC | 4,435 | $2.24M | 1.3% | -1.1% | 0.000% | |
8/16/2024 | Sunbelt Securities Inc. | 13,445 | $6.78M | 0.7% | +39.4% | 0.001% | |
8/16/2024 | Front Row Advisors LLC | 371 | $0.19M | 0.1% | +5.7% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 9,884 | $4.98M | 1.2% | +2.2% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 424,207 | $213.92M | 0.2% | -8.3% | 0.017% | |
8/16/2024 | NewEdge Advisors LLC | 150,739 | $76.01M | 0.5% | +22.8% | 0.006% | |
8/16/2024 | Northeast Financial Consultants Inc | 1,307 | $0.66M | 0.0% | +23.7% | 0.000% | |
8/16/2024 | Silver Lake Advisory LLC | 2,853 | $1.44M | 0.2% | N/A | 0.000% | |
8/16/2024 | Nemes Rush Group LLC | 28,161 | $14.20M | 1.9% | +0.6% | 0.001% | |
8/16/2024 | Magnolia Capital Advisors LLC | 81,559 | $41.12M | 1.4% | +1,310.8% | 0.003% | |
8/16/2024 | Copperwynd Financial LLC | 7,216 | $3.43M | 1.1% | -12.1% | 0.000% | |
8/16/2024 | Doheny Asset Management CA | 1,276 | $0.64M | 0.4% | +20.3% | 0.000% | |
8/16/2024 | Courage Capital Management LLC | 7,500 | $3.78M | 9.5% | -6.3% | 0.000% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 5,047 | $2.55M | 0.0% | -79.8% | 0.000% | |
8/16/2024 | Aviso Wealth Management | 14,003 | $7.06M | 4.2% | -0.8% | 0.001% | |
8/16/2024 | Full Sail Capital LLC | 2,293 | $1.16M | 0.1% | -4.9% | 0.000% | |
8/16/2024 | Ascent Group LLC | 32,104 | $16.19M | 1.3% | +16.1% | 0.001% | |
8/16/2024 | SkyView Investment Advisors LLC | 11,333 | $5.72M | 1.0% | +2.8% | 0.000% | |
8/16/2024 | Driehaus Capital Management LLC | 3,408 | $1.72M | 0.0% | -29.1% | 0.000% | |
8/16/2024 | MidWestOne Financial Group Inc. | 9,854 | $4.97M | 0.9% | +10.1% | 0.000% | |
8/16/2024 | Susquehanna International Securities Ltd. | 1,000 | $0.50M | 0.1% | N/A | 0.000% | |
8/16/2024 | Long Island Wealth Management Inc. | 418 | $0.21M | 0.1% | N/A | 0.000% | |
8/16/2024 | Kathmere Capital Management LLC | 3,315 | $1.67M | 0.2% | +14.9% | 0.000% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 1,409 | $0.71M | 0.1% | +18.5% | 0.000% | |
8/16/2024 | Goodman Advisory Group LLC | 3,701 | $1.87M | 0.6% | +23.7% | 0.000% | |
8/16/2024 | Cim Investment Management Inc. | 8,869 | $4.47M | 1.4% | +1.6% | 0.000% | |
8/16/2024 | Raab & Moskowitz Asset Management LLC | 522 | $0.26M | 0.1% | -44.5% | 0.000% | |
8/16/2024 | Sepio Capital LP | 33,376 | $16.83M | 1.5% | -5.4% | 0.001% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 6,891 | $3.48M | 1.0% | +15.8% | 0.000% | |